SEI is seeking a Relationship Manager to lead business development and client relationship management for advisor-client firms in the independent broker/dealer channel. You will drive engagement, adoption of SEI solutions, and territory growth through consultative, client-first selling.
This role requires 3+ years in financial services client sales and a relevant degree, with CFP/CFP or Series 65/66 licensing goals.
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Strategic Relationship Manager – Advisor Growth & Wealth
seic · New York, NY, USA ·
- Pay:
- 90.000 - 130.000
- Job type:
- Full Time